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[18.0] [MIG] account_payment_term_extension: Migration to 18.0 #788

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ce2210c
Port module payment_term_rounding to v8 and rename to account_payment…
Mar 2, 2015
bf583ea
OCA Transbot updated translations from Transifex
oca-transbot Sep 1, 2015
2344f6e
Migration V9 account_payment_term_extension
jcoux Mar 22, 2016
62ded5f
[IMP] account_payment_term_extension: Switch company
pedrobaeza Apr 27, 2016
0746d5f
OCA Transbot updated translations from Transifex
oca-transbot Apr 30, 2016
52a517e
Port account_payment_term_extension to v10
alexis-via Oct 11, 2016
92ed7e2
OCA Transbot updated translations from Transifex
oca-transbot Dec 9, 2016
05b3364
[UPD] Module account_payment_term_extension, added holidays management
SimoRubi Feb 14, 2018
dff97c7
OCA Transbot updated translations from Transifex
oca-transbot Mar 31, 2018
eae80a1
[MIG] account_payment_term_extension: Migration to 11.0
cubells Apr 16, 2018
cd100d0
OCA Transbot updated translations from Transifex
oca-transbot Jun 1, 2018
02aa503
[MIG] account_payment_term_extension: Migration to 12.0
cubells Mar 13, 2019
e477bc2
[FIX] account_payment_term_extension: Add payment_days to view
pedrobaeza May 19, 2019
44d6c63
Translated using Weblate (Spanish)
josepmy Jul 22, 2019
2f3bb80
Translated using Weblate (Portuguese (Brazil))
Sep 23, 2019
a377c3d
12.0 [FIX] the sequential line was not visible
MarcoCalcagni Oct 20, 2019
256df04
Translated using Weblate (French)
Martronic-SA Feb 12, 2020
778d206
Translated using Weblate (French (Switzerland))
Martronic-SA Feb 12, 2020
6b78045
Translated using Weblate (Croatian)
badbole Mar 5, 2020
acaa60e
[IMP] account_payment_term_extension: black, isort, prettier
carlos-domatix May 19, 2020
1325546
[MIG] account_payment_term_extension: Migration to 13.0
carlos-domatix May 19, 2020
0f27fbe
[FIX] account_payment_term_extension: bad use of precision_rounding v…
alexis-via Jun 7, 2020
ce22274
Translated using Weblate (Spanish (Argentina))
ibuioli Jul 13, 2020
a2d6d11
[IMP] account_payment_term_extension: Add amount_untaxed to value opt…
victoralmau Jan 7, 2021
01e4a30
[REF+IMP] account_payment_term_extension: Short tests code + tests mo…
joao-p-marques Jan 8, 2021
357abb0
[IMP] account_payment_term_extension: black, isort, prettier
pedrobaeza Jan 11, 2021
9121492
[MIG+IMP] account_payment_term_extension: Migration to 14.0
pedrobaeza Jan 11, 2021
0c6d198
[FIX] account_payment_term_extension missing standard option into ELI…
acsonefho Nov 9, 2020
d004189
[ADD][14.0] account_payment_term_discount
Hardik-SCS Feb 4, 2021
085cc99
[14.0] [account_payment_term_extension] [FIX] error computing months …
andreampiovesana Mar 29, 2021
67bb9b7
reformat
andreampiovesana Mar 29, 2021
7bb9a90
test months
andreampiovesana Mar 29, 2021
7abebd7
black
andreampiovesana Mar 31, 2021
ef62f56
Added translation using Weblate (French (France))
Yvesldff Apr 10, 2021
cd524ef
Translated using Weblate (Spanish (Argentina))
ibuioli Apr 14, 2021
f6c71c0
Translated using Weblate (Dutch)
bosd Apr 23, 2021
42f4b4d
Translated using Weblate (Italian)
alessandro-fiorino Sep 26, 2021
fb1d8be
Translated using Weblate (Italian)
francesco-ooops Nov 29, 2021
0828e2d
[MIG]account_payment_term_extension: Migration to 15.0
manuelregidor Feb 11, 2022
c50fa58
Translated using Weblate (Catalan)
jabelchi Jul 26, 2022
3cd075a
Translated using Weblate (Portuguese (Brazil))
douglascstd Oct 12, 2022
7aae363
[16.0][MIG] account_payment_term_extension: Migration to 16.0
anothingguy Mar 9, 2023
cf1e375
Translated using Weblate (Slovenian)
sysadminmatmoz Apr 11, 2023
e4cbd45
Translated using Weblate (Spanish)
Gelo-fl Apr 12, 2023
872a43a
Translated using Weblate (Italian)
mymage Mar 23, 2023
cc89863
Translated using Weblate (Italian)
francesco-ooops Sep 20, 2023
ddb9890
[IMP] account_payment_term_extension: test performance improvement
josep-tecnativa Oct 16, 2023
43debcf
Translated using Weblate (Swedish)
jakobkrabbe Feb 21, 2024
65f1a2c
Translated using Weblate (Italian)
mymage Feb 21, 2024
5d866b6
[IMP] account_payment_term_extension: pre-commit auto fixes
RicardCForgeFlow Mar 14, 2024
04197d6
[MIG] account_payment_term_extension: Migration to 17.0
RicardCForgeFlow Mar 15, 2024
5de96bd
[FIX] account_payment_term_extension: Line too long
pedrobaeza May 1, 2024
ebdc4c7
Added translation using Weblate (Spanish (formal))
ramiadavid Jun 5, 2024
ac3a9d8
[FIX] account_payment_term_extension: Add cash_rounding parameter to …
victoralmau Aug 30, 2024
b25b660
Translated using Weblate (Italian)
mymage Sep 6, 2024
36c6f0c
[IMP] account_payment_term_extension: pre-commit stuff
TheMule71 Feb 5, 2025
a28fe61
[MIG] account_payment_term_extension: Migration to 18.0
TheMule71 Feb 5, 2025
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162 changes: 162 additions & 0 deletions account_payment_term_extension/README.rst
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======================
Payment Term Extension
======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:79ddb630e827a8f93c5df7d7f977baba6cbf25b843980b9b57aee5a471f9bfb5
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github
:target: https://github.com/OCA/account-payment/tree/18.0/account_payment_term_extension
:alt: OCA/account-payment
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-payment-18-0/account-payment-18-0-account_payment_term_extension
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-payment&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of payment terms to:

- select "Percent (untaxed amount)" type in lines for using the base
amount instead of the total (with taxes) one.
- support rounding, months and weeks on payment term lines
- allow to set more than one day of payment in payment terms
- if a payment term date is a holiday, it is postponed to a selected
date
- allow to apply a chronological order on lines

- for example, with a payment term which contains 2 lines

- on standard, the due date of all lines is calculated from the
invoice date
- with this feature, the due date of the second line is
calculated from the due date of the first line

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure the Payment Terms and see the new options on the Payment
Term Lines, you need to:

1. Go to the menu Invoicing > Configuration > Invoicing > Payment Terms.

To use multiple payment days, define for each payment term line which
payment days apply, separated by spaces, commas or dashes. To use
holidays, insert the holiday and the date payment terms will be
postponed to.

To modify the type of delay options available in the payment terms, you
need to:

1. Go to the menu Invoicing > Configuration > Settings > Payment Terms.
2. Choose an option from:

- Days
- Days and Weeks
- Days and Months
- Days, Weeks and Months

Usage
=====

Go to **Invoicing > Customers > Invoices** and edit any invoice or
create a new one.

Select any payment term and set a date in invoice.

You must see the due date based on this payment term.

Known issues / Roadmap
======================

This module is not compatible with cash rounding

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-payment/issues/new?body=module:%20account_payment_term_extension%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Camptocamp
* Tecnativa
* Agile Business Group

Contributors
------------

- Yannick Vaucher <[email protected]>
- Alexis de Lattre <[email protected]>
- Julien Coux <[email protected]>
- Simone Rubino <[email protected]>
(`www.agilebg.com <http://www.agilebg.com>`__)
- \`Tecnativa <https://www.tecnativa.com>\`:

- Pedro M. Baeza
- Vicent Cubells
- Víctor Martínez

- \`Domatix <https://domatix.com>\`:

- Carlos Martínez

- \`Sygel <https://sygel.es>\`:

- Manuel Regidor

- \`Trobz <https://trobz.com>\`:

- Hoang <[email protected]>

- Anaïs López <[email protected]>
- Marco Colombo <[email protected]>

Other credits
-------------

The migration of this module from 17.0 to 18.0 was financially supported
by THERA S.R.L.

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/18.0/account_payment_term_extension>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions account_payment_term_extension/__init__.py
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from . import models
from . import wizards
27 changes: 27 additions & 0 deletions account_payment_term_extension/__manifest__.py
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# Copyright 2013-2016 Camptocamp SA (Yannick Vaucher)
# Copyright 2015-2020 Akretion - Alexis de Lattre <[email protected]>
# Copyright 2016-2021 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Payment Term Extension",
"version": "18.0.1.0.0",
"category": "Accounting & Finance",
"summary": "Adds rounding, months, weeks and multiple payment days "
"properties on payment term lines",
"author": "Camptocamp,"
"Tecnativa,"
"Agile Business Group, "
"Odoo Community Association (OCA)",
"maintainer": "OCA",
"website": "https://github.com/OCA/account-payment",
"license": "AGPL-3",
"depends": ["account", "purchase"],
"data": [
"security/ir.model.access.csv",
"views/account_payment_term.xml",
"views/res_config_settings_view.xml",
],
"demo": ["demo/account_demo.xml"],
"installable": True,
}
27 changes: 27 additions & 0 deletions account_payment_term_extension/demo/account_demo.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="sixty_days_end_of_month" model="account.payment.term">
<field name="name">60 Days End of Month</field>
<field name="note">60 Days End of Month</field>
<field name="sequential_lines" eval="True" />
<field
name="line_ids"
eval="[
(5, 0),
(0, 0, {'delay_type':'days_after_end_of_month', 'nb_days': 60, 'value': 'fixed', 'value_amount': 0}),
(0, 0, {'delay_type':'days_after_end_of_month', 'nb_days': 60, 'value': 'percent', 'value_amount': 100})]"
/>
</record>
<record id="amount_untaxed_lines" model="account.payment.term">
<field name="name">10% + 40% + Balance</field>
<field name="sequential_lines" eval="True" />
<field
name="line_ids"
eval="[
(5, 0),
(0, 0, {'value': 'percent_amount_untaxed', 'value_amount': 10}),
(0, 0, {'value': 'percent_amount_untaxed', 'nb_days': 1, 'value_amount': 40}),
(0, 0, {'value': 'percent', 'nb_days': 1, 'value_amount': 100})]"
/>
</record>
</odoo>
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